Institutional Fund
Bestgate Wealth Advisors, LLC
Frederick, MDCIK 20556705 filings on record
Portfolio Value
$55.44M
Q1 2026
Holdings
45
Reported positions
New Buys
0
Opened this quarter
QoQ Change
-2.6%
from $56.91M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr11.7%
- Vanguard Tax-Managed Fds9.9%
- Schwab Strategic Tr8.0%
- Spdr Series Trust7.5%
- Invesco Exch Traded Fd Tr II5.9%
- Vanguard Index Fds4.9%
- Other52.0%
Portfolio Holdings
45 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 9.9K | $6.49M | 11.7% | −72 | Reduced |
| 2 | Vanguard Tax-Managed Fds | 85.8K | $5.50M | 9.9% | −2.8K | Reduced |
| 3 | Schwab Strategic Tr | 191.3K | $4.44M | 8.0% | −2.9K | Reduced |
| 4 | Spdr Series Trust | 54.6K | $4.18M | 7.5% | +538 | Added |
| 5 | Invesco Exch Traded Fd Tr II | 13.8K | $3.27M | 5.9% | +1.2K | Added |
| 6 | Vanguard Index Fds | 13.3K | $2.74M | 4.9% | +3.9K | Added |
| 7 | Ishares Tr | 12.8K | $2.46M | 4.4% | +806 | Added |
| 8 | Ishares Tr | 25.6K | $2.43M | 4.4% | +2.1K | Added |
| 9 | Schwab Strategic Tr | 80.5K | $1.83M | 3.3% | +41.7K | Added |
| 10 | Vanguard Index Fds | 3.0K | $1.79M | 3.2% | +2.0K | Added |
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